April 28, 2020 In stark contrast to the strong economic trends that were in place earlier this year, the threat of COVID-19 and the corresponding government response to effectively stop all business activity, except essential services, has resulted in a deep global recession. GDP in the U.S. is projected to decline significantly in both the … Continued
In the video below from CNBC’s Halftime Report on January 31, 2020, Sand Hill Chief Investment Officer, Brenda Vingiello, CFA discusses how to approach the market volatility. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that … Continued
January 31, 2020 Odds are the average person does not spend a lot of time thinking about monetary policy, but what central banks have done over the last decade should not be overlooked or taken for granted. Economically speaking, this past decade will go down in history as being the decade of central bank intervention … Continued
January 31, 2020 Can you believe that the first iPad was introduced in April of 2010? Yes, it really was only ten years ago! Even as we celebrate the new year and new decade and what’s to come, stopping to think for a moment about what has changed over the last decade can be an … Continued
In the video from CNBC’s Halftime Report, Sand Hill Chief Investment Officer, Brenda Vingiello, CFA discusses the sustainability of the year-end 2019 market rally into the new year. Brenda’s commentary begins at the 4:47 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience … Continued
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her November 14, 2019 appearance on CNBC’s Halftime Report. In the above video, the panel discusses the recent downgrade of Apple, Inc. to a sell rating. Brenda’s commentary begins at the 2:26 mark. The content was produced and provided by an unaffiliated third party entity. … Continued
The performance derived from individual stocks can be amongst the most rewarding portions of an investment portfolio. However, whereas a highly curated and diversified stock portfolio is more likely to provide a durable return, a smaller list of concentrated holdings may lead to a less appealing outcome. In this piece, we highlight the potential drawbacks … Continued
For those of you who wake up, ambitiously squeeze in a workout on your Peloton bike before taking an Uber to your shared workspace at WeWork, where you then order your food through DoorDash before catching a Lyft ride home – you are participating in an urban ecosystem of convenience that presently loses, by most … Continued
Living in the Silicon Valley probably makes it easy to forget just how much technology, and the speed at which information is disseminated, has changed our lives over the last several decades. When I first started in the finance business, most of the information used to make investment decisions came via regular mail, fax machine … Continued
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, and the entire CNBC Halftime Report panel as they discuss the current IPO market and how private valuations are being impacted by the public marketplace. Brenda’s commentary begins at the 3:08 mark in the video. The content was produced and provided by an unaffiliated third party … Continued